We manage the pension fund for you

Our origin lies in the administration of pension funds

Take advantage of our many years of experience. We are the specialist in full outsourcing of pension funds. The strategic responsibility remains at all times with the foundation board defined by you. We offer you the best starting position for a professionally managed pension fund. We are your independent partner when it comes to the 2nd pillar.

By outsourcing your pension fund administration as a mandate to Avadis, you achieve the targeted optimal cost-benefit ratio. 

• Only BVG specialists work for your pension fund. 

• Your Board of Trustees benefits from the best sparring partners. 

• With a well-managed pension fund, you increase the attractiveness of your company as an employer and create trust among investors.

• Access to a strong buying syndicate for investment.

The services in detail

Avadis manages in the background in the layout and language of your pension fund. We perform the services listed below on your behalf. Depending on the scope of the mandate defined by you. 

Management of the company's own pension fund 

• Professional and personal management of your pension fund 

• Advice to boards of trustees

• Offer of further training for foundation boards 

• Implementing the guidelines of the foundation board including coordination with experts and supervisory authorities

• Managing projects such as mergers, reorganizations or partial liquidations Advice and support for changes in regulations

Technical administration

• Management of retirement accounts and production of pension/insurance certificates

• Keeping the shadow accounting according to BVG 

• Management of insured and pensioner data including mutations 

• Processing of benefit cases 

Information and administration 

• Preparation and dispatch of information, correspondence to the insured persons of the pension fund

• Information on benefit calculations

• Monitoring of pension entitlements 

• Processing of applications for home ownership support and divorce cases

Accounting 

• Keeping the foundation accounts

• Responsibility for the periodic premium settlement, payment transactions and premium collection 

• Preparation of liquidity management and annual financial statements

Communication

• Preparation of pension fund regulations, reports and publications according to CD guidelines 

• Playing the digital channels Multilingual communication management 

• Answering media inquiries 

• Creation of communication concepts